Oracle Apps : Setting up the Customer Application

This refers to the web pages accessed by customers/users of your Internet sites from the initial landing page through checkout and order tracking. User registration is enabled by default in your sites.

The page that displays when customers initially approach your site is controlled by specific combinations of profile options. You do not need to change these profile options for users to access your sites.

The basic setup for enabling the Customer Application includes:

  Set up Guest User Access

  Set Mandatory Customer Application Profile Options

  Set up Time Zone Support

I. Set up Guest User Access

Setting up a guest user is required for the Customer Application to display. It also allows customers to browse your sites without registering (although you can disable guest user access at the site level). Anonymous users who visit your sites are then automatically logged in with the guest user name. If a guest user makes any changes, such as modifying the preferred language or currency, or adding items to the shopping cart, the changes are saved in the cookie so that anonymous users cannot see each other's changes. A user must register before he can place an order or view order details in Order Tracker. Guest user is a seeded Oracle Applications (FND) user. The username and password can be found from the profile option, Guest User Password.

Use the following steps to set up the guest user account.

Steps

1. Log in to Oracle Forms with the System Administrator responsibility and select Security, User, Define. In the Users window that opens, search for the Guest user.

2. After finding the guest user, in the Responsibilities block, choose the seeded Oracle

iStore customer responsibility, IBE_CUSTOMER, from the Responsibility LOV.

3. Save your changes.

4. Set the following profile options at the user level for the guest user name:

• JTF_PROFILE_DEFAULT_APPLICATION -- Specifies the default application ID. Set to 671 for Oracle iStore.

• JTF_PROFILE_DEFAULT_CURRENCY -- Specifies the default currency. Set to U.S. or other applicable currency.

• JTF_PROFILE_DEFAULT_RESPONSIBILITY -- Specifies the default responsibility for the guest user's responsibility. Set to 22372 for the IBE_CUSTOMER responsibility.

5. Verify the guest user account, as described in the next section: "Verify the Guest

User Account".

How to Verify the Guest User Account

Use the following procedure to verify that you have set up the guest user account correctly.

Steps

1. Log out of any Oracle applications.

2. Restart the Apache server.

3. Open the Oracle iStore Customer UI at the URL: http://<host>:<port>/OA_HTML/ibeCZzdMinisites.jsp.

The page that opens should have a list of the specialty sites that are accessible to guest users.

II.Set Mandatory Customer Application Profile Options

Profile options control many aspects of the Customer Application. At a minimum, you must set the profile options in this section.You can also set other Oracle iStore (IBE) profile options for the Customer Application if you do not want to use the default settings.

Mandatory iStore Customer Application Profile Options

Set the following mandatory IBE profile options at the iStore application level in order to configure the Customer Application.

Important: You must set these profile options for orders to be submitted properly.

• IBE: Pricing Event for Shopping Cart: Set to Batch Processing.

• IBE: Create Order in Entered State, if it has errors while booking: Set to Yes.

• IBE: Pricing Event--Before Shopping Cart: Set to Enter Order Line.

• IBE: Default Payment Term: Set to the payment term that will be the default payment term for orders.

• IBE: iStore Non Secure URL and IBE: iStore Secure URL

Mandatory Oracle Quoting/Order Capture Profile Options and Parameters

Set the following mandatory Oracle Order Capture and Oracle Quoting profile options to configure the Customer Application. Set these at the iStore application level, unless it is stated otherwise in the descriptions.

• ASO: Automatic Numbering: Set to Yes at site and application levels.

• ASO: Credit Card Authorization: Set to Yes if you are implementing online credit card authorization; otherwise, set to No.

• ASO: Default Quote Status: Set to Store Draft.

• ASO: Default Order State: Set to Booked.

• ASO: Enable TCA Changes: Set to Yes.

• ASO: OM Defaulting: Set this to No or Yes, depending upon your configuration of Oracle Order Management and your business needs.

Set the following Oracle Quoting parameters:

• Default Salesrep: Set to the default sales representative for sales assistance.

• ASO: Default Order Type: Set to Mixed.

Other Mandatory Profile Options

Also set the following mandatory profile options:

• Sequential Numbering: Set to Always Used at site level. This profile option (which unlike other profile options has no product prefix, such as IBE or ASO), is required in the Oracle iStore orders process. Note that this profile also can be set to Partially Used and Not Used, but these values should not be used at site level. You may be able to set them at lesser levels.

• HZ: Generate Party Number and HZ: Generate Party Site Number: Set to Yes at iStore application level, in order to auto-generate party numbers and party site numbers.

III.Set up Time Zone Support

Oracle iStore supports the display of time zone data in its Customer Application pages

and user e-mail notifications. These features are discussed in the sections that follow.

Time Zone Display in Customer Application Pages

In Customer Application pages that display time-sensitive information (for example, order tracker pages), the server time zone will be displayed in text format on the page. The time zone will always be the time zone of the server running the database, and the display is retrieved dynamically using tokens. Following are examples of the text that displays:

• Time Zone (GMT +05:30) Calcutta

• Time Zone (GMT –08:00/-07:00) Pacific Time

Implementing Time Zone Display

Time zone text only display in Customer Application pages if the Oracle Applications

profile option, ENABLE_TIMEZONE_CONVERSIONS, is enabled. Implementers can modify the text of the message that displays the time zone. The default text, "Time Zone ", can be changed by modifying the Oracle Applications message, IBE_TIMEZONE_UI.

Time Zone Display in E-Mail Notifications

Oracle Workflow automatically inserts time zone information into e-mail notifications.

Customer Time Zone Preference

Users can set their preferred time zone in the Oracle iStore Customer Application by navigating to Profile> Preferences > General. In this release, user preference will not be reflected in Oracle iStore. However, setting preferred time zone will enable users to see date/time information in their preferred time zone in other applications which support user-preferred time zone, such as Oracle iSupport.

More Info:
Oracle r12 implementation guide